Exploring Healthcare Realty Trust Incorporated (HR) Investor Profile: Who’s Buying and Why?

Ever wondered who's investing in Healthcare Realty Trust Incorporated (HR) and what's driving their decisions? As of December 31, 2024, institutional investors held approximately 95% of the company's shares, signaling strong confidence from major players like mutual funds, pension funds, and ETFs. But with significant shifts happening—such as STARBOARD VALUE LP adding 20,183,460 shares in Q4 2024 and BANK OF AMERICA CORP /DE/ reducing their holdings by 12,418,820 shares during the same period—it begs the question: what's the real story behind these moves and what does it mean for the future of this REIT?

Healthcare Realty Trust Incorporated (HR) Who Invests in [Company Name] and Why?

Understanding the investor profile of Healthcare Realty Trust Incorporated (HR) provides valuable insights into the company's stability, growth prospects, and overall market perception. Examining the composition of HR's investor base—from retail investors to large institutional holders—reveals key motivations and strategies driving investment decisions.

Key Investor Types:

The investor base of Healthcare Realty Trust Incorporated (HR) is diverse, encompassing retail investors, institutional investors, and hedge funds. Each group brings different investment philosophies and objectives.

• Retail Investors: These individual investors often seek stable income through dividends and potential long-term capital appreciation. Their investment decisions are influenced by factors like dividend yield, company reputation, and general market trends.
• Institutional Investors: This category includes pension funds, mutual funds, insurance companies, and endowments. These entities typically hold large blocks of shares and focus on long-term investment strategies. They conduct thorough due diligence, analyzing financial performance, market position, and growth opportunities.
• Hedge Funds: Hedge funds employ more aggressive investment strategies, seeking to maximize returns through short-term trading, arbitrage, and other sophisticated techniques. They are often attracted to companies with potential for rapid growth or those undergoing significant market changes.

Investment Motivations:

Several factors attract investors to Healthcare Realty Trust Incorporated (HR), including growth prospects, dividend payouts, and the company's strategic position in the healthcare real estate market.

• Growth Prospects: Investors are drawn to HR's potential for growth through strategic acquisitions, development projects, and increasing demand for healthcare properties. The aging population and advancements in medical technology drive the need for modern, well-located healthcare facilities, positioning HR for continued expansion.
• Dividends: As a real estate investment trust (REIT), HR is required to distribute a significant portion of its taxable income to shareholders as dividends. This makes HR an attractive investment for income-seeking investors, particularly in a low-interest-rate environment.
• Market Position: HR's established presence in the healthcare real estate sector, with a diverse portfolio of medical office buildings and other healthcare facilities, provides a competitive advantage. The company's expertise in property management, tenant relations, and regulatory compliance enhances its appeal to investors.

Investment Strategies:

Investors in Healthcare Realty Trust Incorporated (HR) employ various strategies, ranging from long-term holding to short-term trading, depending on their investment goals and risk tolerance.

• Long-Term Holding: Many institutional investors and retail investors adopt a long-term holding strategy, seeking to benefit from steady dividend income and potential capital appreciation over time. This approach is based on the belief that HR's strong market position and growth prospects will generate sustainable returns in the long run.
• Short-Term Trading: Hedge funds and other active traders may engage in short-term trading strategies, capitalizing on price fluctuations and market volatility. These investors closely monitor market trends, economic indicators, and company-specific news to identify opportunities for quick profits.
• Value Investing: Some investors may view HR as a value investment, believing that the company's stock is undervalued relative to its assets, earnings potential, or growth prospects. These investors seek to buy shares at a discount and hold them until the market recognizes their true value.

To gain more insights into Healthcare Realty Trust Incorporated (HR), explore: Healthcare Realty Trust Incorporated (HR): History, Ownership, Mission, How It Works & Makes Money

Healthcare Realty Trust Incorporated (HR) Institutional Ownership and Major Shareholders of Healthcare Realty Trust Incorporated (HR)

Institutional investors and major shareholders play a significant role in shaping the financial landscape of Healthcare Realty Trust Incorporated (HR). As of December 31, 2024, institutional investors held a substantial portion of Healthcare Realty Trust Incorporated (HR)'s shares, influencing the company's stock price and strategic decisions. A recent investment by the Employees Retirement System of Texas led to an 11.69% surge in the stock price, highlighting the impact of institutional confidence. Healthcare Realty Trust Incorporated (HR): History, Ownership, Mission, How It Works & Makes Money

Here's an overview of the institutional ownership and major shareholders of Healthcare Realty Trust Incorporated (HR):

• As of December 31, 2024, 783 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 450,321,572 shares.
• Institutional shareholders own 109.74% of the shares.
• The percentage of float held by institutions is 110.68%.
• There are 581 institutions holding shares.

The top institutional holders of Healthcare Realty Trust Incorporated (HR) are:

• Cohen & Steers Inc: Holds 62.87 million shares, representing 17.91% of the company, valued at $1,005,846,272.
• Vanguard Group Inc: Holds 50.08 million shares, representing 14.27% of the company, valued at $801,328,032.
• Blackrock Inc: Holds 43.98 million shares, representing 12.53% of the company, valued at $703,748,544.
• Starboard Value LP: Holds 20.18 million shares, representing 5.75% of the company, valued at $322,935,360.
• State Street Corporation: Holds 18.39 million shares, representing 5.24% of the company, valued at $294,290,592.
• Rush Island Management, LP: Holds 15.68 million shares, representing 4.47% of the company, valued at $250,903,040.
• Daiwa Securities Group Inc: Holds 12.28 million shares, representing 3.50% of the company, valued at $196,484,304.
• Canada Pension Plan Investment Board: Holds 10.94 million shares, representing 3.12% of the company, valued at $175,076,176.
• Apg Asset Management US Inc: Holds 10.15 million shares, representing 2.89% of the company, valued at $162,380,928.
• Geode Capital Management, LLC: Holds 6.72 million shares, representing 1.91% of the company, valued at $107,536,640.

Top Mutual Fund Holders include:

• VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund: Holds 14.01 million shares, representing 3.99%.
• iShares Trust-iShares Core S&P Mid-Cap ETF: Holds 11.58 million shares, representing 3.30%.
• VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund: Holds 3.19%.

Recent changes in leadership may also influence investor confidence. Peter A. Scott was appointed as the new President and CEO, effective April 15, 2025.

Here is a table summarizing the top institutional holders:

Institutional investment can significantly impact Healthcare Realty Trust Incorporated (HR)'s stock price. Positive news, such as the investment by the Employees Retirement System of Texas, can drive up the stock price, while analysts' cautious ratings may temper expectations. The company's ability to navigate rising healthcare costs and regulatory changes also plays a crucial role in investor confidence.

Healthcare Realty Trust Incorporated (HR) Key Investors and Their Impact on Healthcare Realty Trust Incorporated (HR)

Understanding the investor profile of Healthcare Realty Trust Incorporated (HR) provides valuable insights into the company's stability, strategic direction, and potential stock performance. Key investors can significantly influence company decisions and stock movements through their holdings and actions.

While specific, real-time data on all individual investors and their direct impact on Healthcare Realty Trust Incorporated (HR) is dynamic and can be challenging to capture comprehensively, we can analyze general trends and significant institutional ownership to infer potential influence. Institutional investors, in particular, often hold substantial stakes and have the resources to actively engage with the company's management.

Some of the notable investors may include:

• Vanguard Group: Often one of the largest shareholders in REITs, Vanguard's investment decisions are typically driven by its index funds and ETFs, reflecting a long-term investment strategy.
• BlackRock: Another major institutional investor, BlackRock's holdings can reflect both index-tracking and actively managed funds, indicating a diverse investment approach.
• State Street Corporation: Similar to Vanguard and BlackRock, State Street's investment decisions are significantly influenced by its index funds.
• Other Institutional Investors: Pension funds, insurance companies, and hedge funds may also hold significant positions in Healthcare Realty Trust Incorporated (HR).

These investors impact Healthcare Realty Trust Incorporated (HR) through several mechanisms:

• Voting Rights: Large shareholders have considerable voting power, influencing decisions on board elections, executive compensation, and significant corporate actions.
• Engagement with Management: Major investors often engage directly with the company's management to discuss performance, strategy, and governance issues.
• Market Sentiment: The buying or selling activity of large investors can significantly impact market sentiment and stock price.
• Activism: In some cases, investors may take an activist role, pushing for specific changes in company strategy or operations to enhance shareholder value.

Recent moves by these investors, such as buying or selling large stakes, can provide valuable signals about their confidence in the company's future prospects.

For instance, a substantial increase in holdings by a major institutional investor might indicate a positive outlook, while a significant sell-off could raise concerns. Information on these moves can often be found in regulatory filings (such as 13F filings in the United States) and financial news reports.

Here is a hypothetical overview table, for illustrative purposes, showing potential institutional ownership (note: actual data would be sourced from the latest available filings):

Keep abreast of the financial health of Healthcare Realty Trust Incorporated (HR) through this analysis: Breaking Down Healthcare Realty Trust Incorporated (HR) Financial Health: Key Insights for Investors

Analyzing these ownership structures, recent transactions, and the overall sentiment of major investors provides a nuanced understanding of the factors that may drive Healthcare Realty Trust Incorporated (HR)'s performance in the market.

Healthcare Realty Trust Incorporated (HR) Market Impact and Investor Sentiment

Understanding the investor profile and sentiment surrounding Healthcare Realty Trust Incorporated (HR) is crucial for gauging the stock's potential and stability. Several factors, including major shareholders' sentiment, recent market reactions, and analyst perspectives, influence HR's market dynamics.

Investor Sentiment:

Currently, institutional investors hold a significant portion of Healthcare Realty Trust Incorporated's shares. As of recent filings:

• 783 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 450,321,572 shares.
• Major shareholders include Cohen & Steers, Inc., Vanguard Group Inc, and BlackRock, Inc.

The fund sentiment score, which indicates the level of institutional accumulation, provides insights into how favorably the stock is being viewed by these major players.

Recent Market Reactions:

The stock market's reaction to changes in ownership and large investor moves can significantly impact Healthcare Realty Trust Incorporated's stock price. Recent data indicates:

• As of April 17, 2025, the share price of Healthcare Realty Trust Incorporated was $16.00 per share, a 5.54% increase from the prior week.
• The market capitalization stood at $5,507.88 million.
• Compared to April 15, 2024, when the share price was $13.89, there has been a 13.97% increase.

However, short interest in the stock has seen a recent decline. Short interest totaled 9,780,000 shares as of March 15, 2025, a 12.8% decrease from the 11,220,000 shares on February 28, 2025. This suggests a shift in sentiment among some investors.

Analyst Perspectives:

Analysts' insights provide a forward-looking view on the impact of key investors and the company's future. Key points from analyst reports include:

• The average one-year price target for Healthcare Realty Trust Incorporated is $17.00.
• The forecasts range from a low of $16.00 to a high of $19.00.
• A consensus rating of 'Reduce' suggests a cautious stance from analysts.

Here is a detailed look at analysts' recommendations and price targets:

Strategic Moves and Operational Performance:

Recent strategic moves and operational improvements also play a crucial role in shaping investor sentiment:

• The company is focused on deleveraging, with leverage just below 6.5 times net debt to EBITDA at the end of 2024, an improvement from 6.7x in Q3.
• Healthcare Realty Trust Incorporated signed 686,000 square feet of new leases in Q4 2024, marking their 6th consecutive quarter with over 400,000 square feet signed.
• Strategic changes, influenced by activist investor Starboard Value, include asset dispositions, share repurchases, and debt reduction.

Financial Forecasts:

Financial analysts provide forecasts for Healthcare Realty Trust Incorporated's future performance. These estimates can influence investor expectations and market behavior:

• Revenue forecast for 2025: $428,649,211,430
• Earnings forecast for 2025: $556,611,656

These forecasts, while subject to change, reflect the anticipated financial trajectory of the company.

For further insights into the company's financial well-being, consider exploring: Breaking Down Healthcare Realty Trust Incorporated (HR) Financial Health: Key Insights for Investors